Watch below as Andie, Ivy's QBO integration expert, walks through some frequently asked questions she receives from users:
- Recommended account settings to turn on/off in QBO
- How unapplied payments (proposal payments, retainer payments) sync to QBO
- How to manage POs, Bills, Bill Payments, and more in Ivy
- How transaction fees sync from Ivy to QBO
- How to address some common sync errors (HINT: Never delete things in QBO!!